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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,175 | $80,812-81.2% | $160,784-90.6% | $82,448-81.6% |
| Participation rate | 20.5% | 66.2%-45.7pp | 77.0%-56.4pp | 68.1%-47.6pp |
| Annual return | 34.30% | 100.59%-66.3pp | 1803.92%-1769.6pp | 41.64%-7.3pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,651 | $4,335-61.9% | $6,293-73.8% | $4,139-60.1% |
| Admin fee / account holder | $1,407 | $7,695-81.7% | $9,717-85.5% | $7,234-80.6% |